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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-11-02 |
| LA | RA | APPROVED | 2021-11-03 |
| NC | RA | APPROVED | 2021-02-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bbtis | Wilmington | NC | 01/2015 | 02/2021 |
| Bb&T Securities, Llc | Carolina Beach | NC | 01/2018 | 02/2021 |
| Truist Investment Services, Inc. | Wilmington | NC | 02/2021 | Present |
| Truist Advisory Services, Inc. | Wilmington | NC | 02/2021 | Present |
BOARD OF DIRECTORS HILL SCHOOL OF WILMINGTON POSITION: board member NATURE: Director INVESTMENT RELATED: No NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 0 START DATE: 08/20/2015 ADDRESS: 3240 Burnt Mill Drive, suite 9a, wilmington NC 28403 DESCRIPTION: I am a board member of the Hill School of Wilmington a private non-profit school for children with dyslexia and learning disabilities.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-04-18 |
| S65 | Uniform Investment Adviser Law Examination | 2013-04-17 |
| S63 | Uniform Securities Agent State Law Examination | 1994-02-25 |
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